MasterPlan Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

7800 N Sommer St Ste 415, Peoria, Illino...

Phone Number

(309) 692-9161

Revenue

$7.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About MasterPlan Financial Group

Master Plan Financial Group is an independent financial advisory firm based in Peoria, Illinois, with over 100 years of combined expertise. They offer a range of services including estate planning, insurance planning, retirement planning, and investment advice tailored to meet the unique needs of their clients. The firm is dedicated to guiding individuals towards financial security and achieving their financial goals. Their team of experienced advisors is committed to providing personalized solutions and support throughout the financial planning process.Explore more
MasterPlan Financial Group's Social MediaPopular SearchesMasterPlan Financial GroupMark L Burnham CLU Chfc CfpMasterplan Financial Services IncWilliam D Lervaag CLUWilliam D Lervaag CLU ChfcSIC Code 62,628NAICS Code 52,523Show more

MasterPlan Financial Group Org Chart

PhoneEmail
MB
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Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MasterPlan Financial Grou...

$7.1M
1-10
Private
-
1991
MB
Mark BurnhamIndependent Financial Advisor
<$5M
1-10
Private
-
-
CS
Clay SorrickFinancial Planner
<$5M
1-10
Private
-
2005
JH
James HaskinsFinancial Consultant, Vice President Treasurer
<$5M
1-10
Private
-
2020
MG
Marceline GlavachDirector, Operations
<$5M
1-10
Private
-
1997
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Company Profile Activity

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Activity Insights

MasterPlan Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MasterPlan Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MasterPlan Financial Group.

MasterPlan Financial Group Tech Stack

A closer look at the technologies used by MasterPlan Financial Group

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Frequently Asked Questions Regarding MasterPlan Financial Group

What is MasterPlan Financial Group's official website?
MasterPlan Financial Group's official website is www.masterplanfg.com
What is MasterPlan Financial Group's Revenue?
MasterPlan Financial Group's revenue is $7.1 Million
What is MasterPlan Financial Group's SIC code?
MasterPlan Financial Group's SIC: 62,628
What is MasterPlan Financial Group's NAICS code?
MasterPlan Financial Group's NAICS: 52,523
How many employees does MasterPlan Financial Group have?
MasterPlan Financial Group has 1-10 employees
What industry does MasterPlan Financial Group belong to?
MasterPlan Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is MasterPlan Financial Group competition?
MasterPlan Financial Group top competitors include: Foundation Financial Advisors, Lincoln Park Financial Group, Tucker-Haskins and Associates, Esposito, Kiker and Associates
What technology does MasterPlan Financial Group use?
Some of the popular technologies that MasterPlan Financial Group uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact MasterPlan Financial Group?
MasterPlan Financial Group contact info: Phone number: (309) 692-9161 Website: www.masterplanfg.com
What does MasterPlan Financial Group do?

Master Plan Financial Group is an independent financial advisory firm based in Peoria, Illinois, with over 100 years of combined expertise. They offer a range of services including estate planning, insurance planning, retirement planning, and investment advice tailored to meet the unique needs of their clients. The firm is dedicated to guiding indi... viduals towards financial security and achieving their financial goals. Their team of experienced advisors is committed to providing personalized solutions and support throughout the financial planning process.Read More

What are MasterPlan Financial Group social media links?
MasterPlan Financial Group Linkedin page
Is MasterPlan Financial Group a public company?
MasterPlan Financial Group is private company therefore does not currently have an official ticker symbol
See more information about MasterPlan Financial Group

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